Orders - Creating a New Order


Step     Action

  1.      Select {New} under Quotes/Orders. A New Order modal window will open.


  2.     Complete the fields.

Field
Description
Type
Select Order from the drop-down.
Customer
Select a Customer from the drop-down.
Contact
Select a Contact name from the drop-down or select {New} to open a modal window for adding a New Contact for Walk-in.

Name
Enter a Name for the quote/order.
PO Number
Enter a value for the PO Number.

  

   3.      Select {Save} option.


Save Option
Description
Save
A results window will pop-up to confirm order saved successfully.
Save & View
The order will save and the Order view page will open.


             Note: The option to add locations, new items, payments, notes, tasks, will be 

             available once the Order view page has been generated. (See Orders-Locations,

             Orders-New ItemsOrders-PaymentsGeneral-Notes, and General-Tasks)